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Tally MCP Integration for CrewAI

Connect Tally to CrewAI through the local KosmoKrator MCP gateway with scoped tools, credentials, and write policy.

6 functions 6 read 0 write Bearer token auth
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Connect Tally to CrewAI

Expose KosmoKrator integrations to CrewAI workers as scoped local tools.

Wrap kosmo integrations:call for specific tasks or connect workers to a local MCP gateway. The gateway is local, scoped to this integration, and starts with --write=deny so CrewAI can inspect read-capable tools without receiving write access by default.

Tally MCP Config for CrewAI

Use per-worker integration scopes to avoid giving every worker every tool.

{
  "mcpServers": {
    "kosmokrator-tally": {
      "type": "stdio",
      "command": "kosmo",
      "args": [
        "mcp:serve",
        "--integration=tally",
        "--write=deny"
      ]
    }
  }
}

Run the Gateway Manually

kosmokrator mcp:serve --integration=tally --write=deny

Why Use KosmoKrator Here

Scoped tools

Expose only Tally instead of a broad multi-service tool list.

Local credentials

Reuse credentials already configured for the KosmoKrator CLI and Lua runtime.

Write policy

Start read-only, then opt into ask or allow for trusted workspaces.

Tally Tools Visible to CrewAI

CrewAI sees stable MCP tool names generated from the Tally integration catalog.

MCP toolSource functionTypeDescription
integration__tally__tally_get_current_user tally.tally_get_current_user Read Get the authenticated user's profile information, including name, email, and account details.
integration__tally__tally_get_form tally.tally_get_form Read Get full details of a specific Tally form by its ID, including form structure, fields, and settings.
integration__tally__tally_get_submission tally.tally_get_submission Read Get full details of a specific form submission by its ID, including all field responses and metadata.
integration__tally__tally_list_forms tally.tally_list_forms Read List all Tally forms accessible to the authenticated user. Returns form IDs, titles, status, and submission counts. Supports pagination.
integration__tally__tally_list_submissions tally.tally_list_submissions Read List all submissions for a specific Tally form. Returns respondent answers, submission dates, and metadata. Supports pagination.
integration__tally__tally_list_workspaces tally.tally_list_workspaces Read List all workspaces accessible to the authenticated Tally user. Returns workspace names, IDs, and member info.

Related Tally Pages

Tally CLIUse direct JSON commands instead of MCP discovery. Tally MCPFull gateway reference and MCP tool names. KosmoKrator for CrewAIClient-level gateway setup.